Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $593 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,849 | $91,439-61.9% | $135,974-74.4% | $71,511-51.3% |
| Participation rate | 96.3% | 75.7%+20.6pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 15.43% | 29.90%-14.5pp | 68.30%-52.9pp | 28.86%-13.4pp |
| Employer contribution / active EE | $2,186 | $3,705-41.0% | $4,859-55.0% | $2,589-15.6% |
| Participant deferral / active EE | $4,476 | $7,093-36.9% | $7,760-42.3% | $4,291+4.3% |
| Admin fee / account holder | $2 | $1,267-99.8% | $10,767-100.0% | $1,588-99.9% |